💵 Bitcoin broke through new ATH, and FOMO on the market — almost zero.
Probably the ideal scenario now — to consolidate higher than 109k and continue growth against the background of lagging correlation with global liquidity M2.🔼
But, won't be surprised, if first they shave longs and only then we will go higher.
Therefore, for now, restrained optimism without euphoria.
Yesterday, retail investors completely bought up the market downturn and massively bought stocks on the Moody’s decline, exceeding April’s volumes—in just the first 3 hours after the stock market opened, retail bought $4.1 billion worth of stocks.
❓Why this happened: Retail investors ignore Moody’s reports and don’t succumb to panic from sensational headlines, as funds might do, whose policy is to trade only AAA-class stocks.
🤔 Regarding crypto: Due to the correlation with the fund, there was also a good buyback; institutions continue to enter—the net inflow of spot BTC-ETFs yesterday amounted to $667.4 million.
Plus, today the US Senate voted to pass the stablecoin bill (GENIUS), removing a procedural obstacle to the final approval of the bill.
This is very important, as the bill was on the verge of collapse. And all the top figures in the crypto industry believe that the adoption of this bill will be a powerful driver for the crypto market.
The market situation remains positive, albeit “boring.” Perhaps soon we will see BTC approach its all-time high (ATH), plus there is currently activity from whales who are actively long-ing Bitcoin.
Therefore, for now, we’re sitting on the fence, observing what will happen next-and only then will we make decisions. I would like to see an ATH breakthrough.👀
Only the lazy, probably, didn't hate Ether, especially when it was at levels of $1400–1500. But, as history showed, exactly at that moment was one of the best entry points (TVX) on the market.
Most crypto enthusiasts still continue to hate and don't believe in growth, but at the same time, large players, on the contrary, are accumulating it and implementing it in their products:
🔘Abraxas Capital bought Ethereum worth over $650 million. 🔘Coinbase and Kraken are launching their own L2s on Ethereum. 🔘The stablecoin from BlackRock primarily works on Ethereum. 🔘Visa is building a tokenization platform based on Ethereum. 🔘Sony and Samsung are collaborating on creating an L2 on Ethereum. 🔘Deutsche Bank is developing an L2 solution on Ethereum. 🔘Alibaba is creating an L2 and tokenization platform based on Ethereum. 🔘The RWA sector and DeFi are mostly also on Ethereum.
Sometimes it is worth watching less the news noise in Telegram publics and paying more attention to the actions of large players — because it is they who set trends and launch real growth impulses.🧠 $ETH
CoinMarketCap unveiled CMC Launch, a new launchpad for Pre-TGE projects, kicking off with Aster, a decentralized perpetuals DEX with $300M+ TVL, backed by YZi Labs.
😤 Trump's signal worked again – the S&P 500 index has risen by 20% since Trump urged people to buy the market on April 9, calling the current situation "the best time to buy."
Let’s recall that in the past, his calls were surprisingly close to predicting the market bottom, for example:
October 2018: Trump: “Great time to buy” → The market bottomed out 2.5 months later.
March 2020: Trump: “Great time to buy” → The bottom came 1–2 weeks later.
US quarterly GDP has gone negative for the first time since 2022. If the second quarter is also negative, the economy will effectively be in a technical recession.
Markets are currently in the red, and the US economy is facing problems.
Markets are now expecting four Fed rate cuts in 2025, as the regulator has practically no choice - it will have to lower the rate, start the printing press, and forget about fighting inflation.